The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/i-am-using-the-substantially-equal-periodic-10420868.aspx

Subject:  Re: SEPP Valuation Date:  11/18/1998  8:13 AM
Author:  ZBar Number:  6655 of 74759

I am using the substantially equal periodic payments with an annual distribution. I value my IRA on Dec. 31 and base the distribution on that amount. I believe I have seen IRS rulings which allow different valuation dates, but the date must remain consistent from year to year.

If you are doing monthly distributions you could base them on a Dec 31 valuation date for 12 months then recalc for the following year using the next year's dec 31 valuation.

Pixy might be able to shed some more information on this.

Z-Bar
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us